Formidable Forms

Formidable Forms

  • Features
  • Pricing
  • Resources
    • Docs & Support
    • Blog
    • Community
  • Solutions
    • Web Applications
    • Calculators
    • Surveys
    • Directories
    • Payments
    • Contact forms
  • Login
  • Get Formidable Forms

Kara Copple / Last Updated October 26, 2021

How to Create a Salesforce Form in WordPress

Are you looking for a way to link up your WordPress forms with Salesforce CRM? You can do just that with Formidable Forms. Keep reading to discover how.

How to Create a Salesforce Form in WordPress

At Formidable Forms, we offer a range of different integrations and add-ons. We want to make it easy to use your favorite apps alongside ours. One popular integration we offer is with Salesforce CRM.

Salesforce is one of the leading customer relationship management (CRM) systems. It's cloud-based and helps businesses improve their sales, marketing, and customer services.

If you use Salesforce, we know you'll want to integrate it with other apps you use to manage your business. If you need to copy leads from your WordPress forms to Salesforce, you no doubt want it to be streamlined. That's why we've made it simple to connect to Salesforce with a WordPress plugin.

Formidable Forms is the best WordPress Form Builder plugin. Get it for free!

There’s no need to export entries manually. You can send them over automatically with our WordPress Salesforce integration.

In this post, we’ll show you just how easy it is to create a Salesforce form in WordPress for web to lead forms.

The benefits of connecting Salesforce to WordPress

The main benefit of a Salesforce app integration is that it can save you a lot of time. Sales processing and customer tracking can all be automated.

With everything automatically loaded into WordPress, you save any back and forth between your team members over different Salesforce entries. They are all on your site and in Salesforce for everyone to see any time.

How to integrate Salesforce

In order to use this integration, you'll need to install and activate Formidable Forms Pro if you haven't already.

Next, open your WordPress admin panel, go to Formidable and then click on Add-Ons. From there, simply click the Install button for the Salesforce integration plugin.

To activate, you will need to save the Client ID and Client Secret Key in your WordPress dashboard. Go to Formidable > Global Settings > Salesforce. This link allows Formidable to communicate with Salesforce.

Salesforce authorize integration

For more details, take a look at our documentation, which shows where to find this information.

Linking the two apps up will allow you to add new contacts and leads into Salesforce, directly from your WordPress dashboard.

How to create a Salesforce form

Start by building a new form, then go to Settings > Form Actions and click on the Salesforce icon.

Take a look at the screenshot below to see what it looks like:

Salesforce action to link Salesforce fields

All you need to do is map the Salesforce fields from the contact and lead objects to your contact form fields. Lead generation forms will then begin to fill your Salesforce customer lists and you'll be able to update if needed.

You can also send data to any custom object within Salesforce. This will allow you to save any extra data you've collected which isn’t standard in Salesforce. These act as custom database tables where you can store unique information.

Web to lead for Salesforce

Some examples of Salesforce objects include: accounts, announcements, assets, campaigns, cases, groups, contact, contracts, emails, events, ideas, leads, notes, orders products, tasks, or goals.

Please note – The Salesforce plugin requires the Web Services API feature in your Salesforce account.

Start collecting Salesforce leads

Once your form is set up, publish it on a page and start sending leads and contacts to Salesforce.

Read more: 5 Tips to Capture Leads in Your Online Lead Form

We hope this has helped you learn how to create a Salesforce form in WordPress. Integrations like these don't need to be difficult. Here at Formidable, we know just how frustrating things can be when they're not simple.

Prefer a different CRM? Take a look at our post on how to use HubSpot with WordPress forms or connect a Pipedrive form.

Wondering how to install add-ons in Formidable Forms? We're always looking to make every bit of our forms plugin simpler. It's quick and easier to install and update add-ons like this.

If you're not already using Formidable Forms, take a look at our list of features to see how we can help.

Read more about using a CRM with WordPress

  • How to Connect a Pipedrive Form to WordPress How to Connect a Pipedrive Form to WordPress
    Read More
    How to Integrate Zoho CRM with WordPress How to Integrate Zoho CRM with WordPress
    Read More
    How to use Hubspot with WordPress forms How to Use Hubspot with WordPress Forms
    Read More

Using WordPress and want to get Formidable Forms for free?

Get Formidable Forms Lite Now

This article may contain affiliate links. Once in a while, we earn commissions from those links. But we only recommend products we like, with or without commissions.

Comments

  1. Wilco Wietsma says

    March 15, 2022 at 9:14 am

    Any plans to add new / extra functionality into the Salesforce connector? Wish it would be possible to have a 2-way sync. But more importantly to be able to do stuff in a multiple step. EG

    1. Create lead
    2. Add lead to campaign after creation
    3. Add task for accountmanager

    For example.

    Also a custom Formidable Object would be nice, so you can see all your forms and the submitted responses within Salesforce itself.

    Reply
    • srwells says

      March 15, 2022 at 2:44 pm

      Thanks so much for the feedback and feature requests...These two features do come up from time to time so it is great to know what our users are needing out of this integration.

      I'll add your votes to these feature requests so our devs can prioritize them accordingly.

      Thanks again.

      Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Get Email Updates

Popular Resources

    • How to Create a Searchable Database on a WordPress Site
    • Create a WordPress Custom Calculator: Easy, Powerful Results
    • How to Create a Fitness Tracker in WordPress
    • Formidable Views: The Best WordPress Custom Application Plugin
    • How To Require Email To Download Files in WordPress
    • How to Create Conditional Drop Down Lists in WordPress Forms
    • Best Gravity Forms Alternative for WordPress: Formidable Forms vs. Gravity Forms
    • How to Make a Quiz in WordPress
    • WPForms Alternative: Formidable Forms vs. WPForms Compared

Take on bigger projects Right Now

Get the tools you need to revolutionize your workflow and architect a masterpiece. Build the most advanced WordPress forms and actually use the data you collect in meaningful ways.

Get the most advanced WordPress form plugin and the only form builder with integrated Views.

Get Formidable Forms Now

Resources

  • Community
  • Affiliates
  • Contact
  • Free Online Form Builder

Top Features

  • Application Builder
  • Calculator Forms
  • Surveys & Polls
  • Quiz Maker
  • Form Templates
  • Application Templates
  • Directories
  • Donation Plugin

Company

  • About Us
  • Giving Back
  • Careers
  • Newsletter
  • WP Tasty
  • Nutrifox

Copyright © 2023 Strategy11, LLC. Formidable Forms® is a registered trademark Strategy11, LLC.
Privacy Policy | Terms of Service | Sitemap

Join 300,000+ using Formidable Forms to create form-focused solutions fast. Get Started See User Reviews